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LPL Financial, JFC Advisor Network Welcome Sandstone Wealth Management

CHARLOTTE, N.C., Sept. 16, 2021 (World NEWSWIRE) — LPL Money LLC (Nasdaq:LPLA) today announced that Sandstone Wealth Administration, the expense plan located at Heartland Bank, has joined LPL’s Institution Expert services platform, aligned with JFC Advisor Community (JFC), a large organization that supports LPL-affiliated advisors. Sandstone Wealth Management’s economical pros claimed earlier getting served around $three hundred million in brokerage, advisory and retirement prepare assets*. They have been earlier affiliated with Raymond James and Royal Alliance, component of the Advisor Group network.

Heartland Bank is a family-owned local community institution dating again to 1899, now serving clientele in 13 spots across central Nebraska. With the transfer to LPL, the expense plan has been rebranded to Sandstone Wealth Administration, having to pay homage to the unique rock formations uncovered all over the state. Tyler Daly, a 2020 Forbes Prime Subsequent-Gen Wealth Advisor, manages the expense centre and is joined by fellow advisor Mike Theis and two assistants.

Searching to streamline their company, decreased annual fees for clientele and make differentiated activities, the Sandstone Wealth Administration staff selected to join LPL and JFC for the next chapter of the company. “We’ve uncovered that LPL has a definitely robust on-line retirement preparing portal and other enhanced technologies choices that will help us streamline our company to aim far more on clientele and make their expense activities even much better,” Daly reported.

The point that JFC Advisor Community is located in nearby Lincoln, Neb., was yet another substantial attract. “To have a community group in this article in our corner is a substantial gain. We can produce individual interactions with the JFC staff and broaden our network,” Daly reported.

Jack Connealy, founder of JFC Advisor Community, stated, “JFC is exited to welcome Tyler, Mike and the Sandstone plan to our family of advisors located at an institution. They are a course act staff that we are fortunate to be capable to assistance. As a Nebraska-primarily based organization, doing the job with advisors located at community banks often can take JFC again to our roots. We appear ahead to a prolonged-long lasting and productive romantic relationship with Sandstone Wealth Administration.”

Ken Hullings, LPL senior vice president and head of organization recruiting, reported, “We increase a warm welcome to Tyler and Mike and congratulate JFC for expanding its network. We comprehend the unique needs and options for our institutional clientele and are fully commited to supporting them with a major prosperity administration platform, progressive technologies, strategic consultative assistance and committed service working experience that can help them differentiate their company and convey far more value to their clientele and institution. We appear ahead to supporting the complete Sandstone Wealth Administration staff for yrs to appear.”

Advisors, obtain an LPL company development representative near you.

About LPL Money
LPL Money (Nasdaq: LPLA) was started on the theory that the business should really do the job for the advisor, and not the other way all around. Now, LPL is a chief** in the markets we serve, supporting far more than 19,000 economical advisors, 800 institution-primarily based expense packages and 450 independent RIA corporations nationwide. We are steadfast in our commitment to the advisor-centered design and the perception that People in america are worthy of obtain to goal direction from a economical advisor. At LPL, independence means that advisors have the flexibility they are worthy of to choose the company design, services, and technologies means that allow for them to run their ideal follow. And they have the flexibility to regulate their shopper interactions, because they know their clientele best. Only set, we consider care of our advisors, so they can consider care of their clientele.

** Prime RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. one Unbiased Broker-Supplier in the U.S (Based on full revenues, Money Preparing magazine 1996-2021) No. one supplier of 3rd-occasion brokerage services to banks and credit history unions (2020-2021 Kehrer Bielan Investigate & Consulting Annual TPM Report) Fortune 500 as of June 2021

*Based on prior company and represents assets that would have been custodied at LPL Money, somewhat than 3rd-occasion custodians. Claimed assets and shopper figures have not been independently and entirely verified by LPL Money.

Securities and advisory services are presented via LPL Money (LPL), a registered expense advisor and broker-dealer (member FINRA/SIPC). Insurance policies merchandise are presented via LPL or its accredited affiliates. Heartland Bank and Sandstone Wealth Administration are not registered as a broker-dealer or expense advisor. Registered reps of LPL offer merchandise and services employing Sandstone Wealth Administration, and may possibly also be personnel of Heartland Bank. These merchandise and services are staying presented via LPL or its affiliates, which are different entities from, and not affiliates of Heartland Bank, JFC Advisor Community or Sandstone Wealth Administration. Securities and insurance policies presented via LPL or its affiliates are:

  • Not Insured by FDIC or Any Other Govt Company
  • Not Bank Guaranteed
  • Not Bank Deposits or Obligations
  • May Get rid of Value

All over this interaction, the phrases “financial advisors” and “advisors” are utilised to refer to registered reps and/or expense advisor reps affiliated with LPL Money LLC. We routinely disclose information and facts that may possibly be important to shareholders in the “Investor Relations” or “Press Releases” segment of our internet site.

The Forbes Subsequent-Gen Wealth Advisors rankings, created by SHOOK Investigate, is primarily based on an algorithm of qualitative criterion, largely received via telephone and in-person because of diligence interviews, and quantitative information. Those people advisors that are deemed are beneath 40, have a minimum amount of four years’ working experience, and the algorithm weighs factors like profits tendencies, assets beneath administration, compliance records, marketplace working experience and all those that encompass the optimum expectations of best techniques. Portfolio effectiveness is not a criterion because of to varying shopper objectives and absence of audited information

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Media Contact:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]